Investment
Insurance
Superannuation
OptiMix is a premium multi-manager investment solution which integrates specialist investment research with expert portfolio construction and active ongoing portfolio management.
For the OptiMix adviser site please click here.
OptiMix is a Multi-manager research and investment solution.The OptiMix Multi-manager investment solution has now been in operation for over 10 years. Over that time, we have earned a reputation as a highly professional manager with a proven investment process. How? By providing high standards of service and administration and consistently producing returns in line with our investment objectives.
The OptiMix Investment team consists of highly skilled investment professionals, headed by Chief Investment Officer (CIO) Emmanuel Calligeris, Australia’s pre-eminent authority on Active Multi-manager investing.
By choosing OptiMix you effectively have hundreds of skilled research analysts and portfolio managers working for you since research is conducted both at the manager level (by OptiMix) and at the asset sector level (by both OptiMix and the underlying managers). With OptiMix, all of the market analysis, portfolio construction decision, economic forecasting and transacting are done on your behalf by experts.
The OptiMix range of funds can help you achieve:
The OptiMix investment process is based on the principle that a carefully selected and actively managed specialist investment managers should, over time, provide more consistent returns with less volatility than any single investment manager.
The diagram below illistrates the OptiMix investment process.
The OptiMix team select a range of investment managers who have expertise in a particular asset class. Each manager must have a distinct investment style, a proven investment process and a strong track record of performance.
The OptiMix team look at factors around the world such as economic growth, inflation and government policies – and assess how these will impact the performance of each asset class. They then adjust the portfolio to gain a greater exposure to asset classes expected to perform well at that particular time in the market cycle.
The OptiMix team blend complementary investment manager styles and adjust the portfolio in favour of the managers expected to perform well during a particular market cycle.
Once selected, managers are closely monitoring and evaluated on their ongoing performance. The OptiMix teamlook at qualitative factors such as the way investment managers construct their portfolios and their investment methods, as well as quantitative measures like the returns of each manager compared with pre-set benchmarks and their competitors.
The OptiMix investment committee regularly reviews the investment process and the performance of the specialist investment managers.
For further information on OptiMix please click here for the introduction to OptiMix brochure.
With OptiMix, all of the market analysis, portfolio construction decision, economic forecasting and transacting are done on your behalf by experts.
OptiMix give you a professionally diversified portfolio across all major asset classes and world class investment managers all within one fund.
By investing in a range of managers with complementary investment styles, OptiMix has delivered strong investment returns.
OptiMix adds value through strategic and tactical asset allocation, manager allocation and active currency management and we have an envious track record of success. With OptiMix you don't need to worry about investment research, manager selection or currency management as we do all of this for you.
OptiMix provides a range of flexible, comprehensive solutions for your investment needs throughout your various life stages.
You can choice from a wide range of investment portfolios to match your risk profile and timeframe and they're available for any type of investor whether via general investment, superannuation or allocated pensions.
With OptiMix you get all these services and benefits within one fund.
Want to achieve strong consistent returns? Well different assets such as shares, listed property and cash all perform well at different times, often with no discernable pattern. We would all like to be able to pick each year’s best performing asset class. But markets are unpredictable. One proven way to achieve strong consistent returns is through diversification.
Imagine you’re snoozing in a hammock and one of the strands underneath you suddenly snaps. What happens? Very little, actually. It wouldn’t disturb you in the slightest. That’s the benefit of diversifying your investments. And that’s why experienced investors like to invest in a range of assets - global and Australian shares, listed property, fixed interest and cash.
Managed funds allow you to tap into the expertise and resources of a team of professional full-time investment specialists. Additionally they allow you to access a diversified portfolio of investments that would otherwise be out of reach eg. International shares. They do all the thinking, worrying and hard work for you.
For more information on investing and diversification, click here.
Multi-manager funds aim to provide smooth, strong returns by diversifying across asset classes and investment managers.
What’s so good about this? Go back to our hammock analogy and you can see that if you’re invested in a mix of investment managers and one of them ‘snaps’ or starts to fray, it has much less impact on your overall investment returns.
Example of diversification benefit:
George invests $100,000 in the xyz Australian Share Trust.
Peter invests $100,000 across 10 different Australian share managers (including xyz). Both investors’ portfolios are performing well until XYZ's performance falls by 5%.
As a result of the fall in performance:
George losses $5,000 (5% of his initial investment) but Peter only losses $500 (0.5% of his initial investment).
Click here to see what happens when you invest in one vs a mix of managers (example of diversification across asset classes, investment styles and fund managers).
There are thousands of investments to choose from and hundreds of investment managers and markets. Once you’ve chosen asset classes and a mix of managers, how will you ensure your portfolio remains aligned to your goals?
Working out the answers is a full-time job for a whole team of investment professionals. If you could spend 24 hours a day, you might be able to do it yourself – but wouldn’t it be better if there was a way to have all this done for you.
OptiMix Fund Range
You can access OptiMix through a range of expertly constructed portfolios. OptiMix offers two groups of portfolios for you to choose from, according to your particular objectives, time frame and risk profile.
Each multi-sector fund invests in a diversified portfolio of Australian and international assets through a mix of managers in accordance with the OptiMix Multi-manager investment process.
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Each sector fund invests in a single asset class with diversified investment managers.
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Access
Whether you want to build your super, provide an income stream in your retirement, or increase your wealth over the long term the OptiMix suit of funds has an all in one solution for you.
OptiMix is currently available on the following ING platforms:
OneAnswer Investment Portfolio
OneAnswer Personal Super
OneAnswer Pension
PortfolioOne Investment
PortfolioOne Superannuation
PortfolioOne Pension
Investment Savings Bond
Corporate Super
Integra Super
This site contains general advice only and does not take into account your individual objectives, financial situation or needs. Before deciding whether to purchase, dispose of or hold a financial product you should consider whether the information on this site is appropriate to your personal circumstances. You must also read the relevant Product Disclosure Statements (PDS) and seek the advice of a financial adviser before making any investment decision. You can download the here.